Matter management
Keep parties, key dates, financials, documents, tasks, notes, and activity in one matter workspace.
Australian legal operating system
Run every matter, dollar, deadline, and client request from one legal workspace.
Cassandra Legal brings practice management, trust accounting, billing, documents, signatures, portal, reporting, and AI-assisted readiness into one focused platform for modern Australian firms.
Matter command centre
Acquisition of Riverside Clinic
Unbilled WIP
$66,600
Trust balance
$12,000
Open matters
36
Client portal packet
Invoice, disclosure bundle, signature request
Trust movement
Receipt matched to bank statement
Critical date
Completion target in 22 days
Revenue by practice
Property82%
Commercial68%
Litigation51%
Readiness assistant
Next gap: connect live Zoho Sign credentials and verify one completed provider callback.
Complete practice management
The core workflows a firm expects, connected end to end.
A landing page is only useful if the product can back it up. These modules map directly to the Cassandra Legal application surfaces.
Trust accounting
Record receipts, payments, journals, voids, reconciliations, and examiner-ready exports with overdraw protection.
Billing and payments
Turn WIP into invoices, send client packets, track email evidence, and collect by Stripe or trust transfer.
Documents and signatures
Generate approved documents, send signature requests, and retain public signing evidence in document metadata.
Client portal
Share documents, invoices, messages, acknowledgements, and signature links through secure tokenized packets.
Firm intelligence
See WIP, AR, productivity, utilization, matter health, practice-area performance, and readiness gaps.
Calendar and tasks
Coordinate court dates, deadlines, meetings, task ownership, and matter work from the same operating surface.
Time and expenses
Track billable time, disbursements, expenses, rates, WIP review, and invoice readiness without spreadsheet drift.
Product tour
Follow a matter from intake to payment without leaving the firm workspace.
Create a matter, generate documents, request signatures, log time, issue an invoice, move funds from trust, share the client packet, and reconcile the ledger.
1
Open matter
Create structured matter data and parties.
2
Prepare work
Generate documents, tasks, dates, and WIP.
3
Client packet
Send portal, invoice, and signature request.
4
Reconcile
Match statement lines and export examiner reports.
Cassandra Legal gives our team the matter view we need: trust, billing, documents, and client messages without opening five tools.
Managing Partner
Boutique commercial firm
The trust controls and reconciliation workflow make it much clearer what is safe to move, what is pending, and what needs review.
Accounts Lead
Property and litigation practice
The client portal and invoice packet workflow cut down follow-up because clients can see exactly what is being requested.
Practice Manager
Multi-practice suburban firm
Practice coverage
Built for firms that handle more than one style of work.
Matter templates, financial snapshots, document workflows, and reporting stay consistent while each practice area keeps its own operational detail.
Property and conveyancing
Commercial and corporate
Family law
Wills and estates
Employment law
Civil litigation
Criminal law
Intellectual property
Personal injury
Migration and immigration
Migration support
Replace outdated practice systems without guessing what is left.
Cassandra Legal treats migration as a workflow: import, reconcile, review, and keep the pending list visible until go-live.
Migration consultation
Map your current matters, clients, trust balances, documents, users, and billing rules before import.
Export and processing
Clean imported data, identify duplicates, reconcile required fields, and preserve source references.
Import and review
Load records into Cassandra Legal with reconciliation checks, audit notes, and go-live readiness tracking.
More than software screens
Provider readiness is visible before your firm depends on it.
Email, payments, AI, signatures, database, and market-readiness checks are exposed in the app so implementation gaps stay explicit.
Storage and permissions
Centralize documents and matter records while keeping role-based controls visible to the firm.
Implementation support
Use readiness checklists, onboarding steps, and evidence panels to move from demo to production.
Provider integrations
Connect Postmark, Stripe, Zoho Sign, OpenAI-compatible AI, and external accounting workflows as needed.
Simple next step
Start with the workflows your firm needs most.
Use self-serve registration to create a firm workspace, then invite staff, configure integrations, and validate readiness from inside the app.
Included from day one
Matter and client management
Trust ledger and reconciliation
Billing, invoices, and payments
Documents and e-signatures
Client portal packets
Reports and readiness checks
Calendar, tasks, time, expenses
Australian firm workflow focus